ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$3.24M
3
+$3.16M
4
ACN icon
Accenture
ACN
+$2.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.27M

Top Sells

1
+$22.7M
2
+$21.6M
3
+$17.9M
4
NVDA icon
NVIDIA
NVDA
+$4.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.45M

Sector Composition

1 Technology 13.91%
2 Healthcare 8.74%
3 Financials 5.8%
4 Utilities 4.38%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8.05K ﹤0.01%
448
-143
702
$8.05K ﹤0.01%
191
-75
703
$8K ﹤0.01%
156
-28
704
$7.87K ﹤0.01%
343
-102
705
$7.84K ﹤0.01%
428
+92
706
$7.77K ﹤0.01%
269
-35
707
$7.75K ﹤0.01%
92
-45
708
$7.71K ﹤0.01%
104
+42
709
$7.59K ﹤0.01%
261
-81
710
$7.59K ﹤0.01%
1
-1
711
$7.54K ﹤0.01%
54
+17
712
$7.47K ﹤0.01%
399
+31
713
$7.46K ﹤0.01%
34
+8
714
$7.43K ﹤0.01%
104
-6
715
$7.32K ﹤0.01%
40
-7
716
$7.26K ﹤0.01%
72
-95
717
$7.23K ﹤0.01%
14
718
$7.2K ﹤0.01%
66
-19
719
$7.12K ﹤0.01%
146
720
$7.08K ﹤0.01%
186
-73
721
$7.03K ﹤0.01%
113
-57
722
$7.03K ﹤0.01%
184
-7
723
$6.98K ﹤0.01%
70
+35
724
$6.85K ﹤0.01%
59
-115
725
$6.82K ﹤0.01%
158
-7
27 28
29
30 31